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Home > Institutional Investor > Ss&h Financial Advisors, Inc. > Profile

Instuitional Investor - Ss&h Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ss&h Financial Advisors, Inc.
Portfolio Value $235,805
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 106,886 $18,181 7.71%
2.
Apple Inc.
 AAPL 78,863 $15,183 6.43%
3.
Microsoft Corp
 MSFT 40,327 $15,165 6.43%
4.
Procter & Gamble Co
 PG 70,754 $10,368 4.39%
5.
Abbvie Inc.
 ABBV 51,854 $8,036 3.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)